Dead Deal Review Filter
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Nathan Weisman
I need to add a filter that will ignore a dead deal review task if no sales person is assigned. I have it set so I review all dead deals of the other sales managers and teams, as they are team leaders. This filter will keep me from having to review a ton of dead deals marked by BDC that were not even in the store. I need to review dead deals that my team leaders currently mark dead, so I can't use that as a filter because I need them to remain team leaders and I need to review the deals.
Shelby Parker
Great to hear your perspective, Nathan Weisman! I have a few more questions for you:
- What criteria should be used to determine if a sales person is assigned to a dead deal?
- Are there any specific exceptions or conditions under which you would still want to review a dead deal without a sales person assigned?
- How frequently do you review dead deals, and would you need the filter to be adjustable based on different time periods or criteria?